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84 total results found

Attaching Documents

Hire Trades & Manage Bids Bid Package Creation

Summary Before continuing, we recommend reviewing the Create a Bid Package (Basics) article, since attaching documents is a natural step inside that workflow. You may also want to review the general uploading guide: Upload Files & Photos. Attaching the right d...

Admin GC
Team Business Manager
Team Project Manager

Invite Bidders

Hire Trades & Manage Bids Bid Package Creation

Summary Invite subcontractors to submit bids on your project’s bid packages directly in BuilderPal. This is the primary way to collect competitive proposals, control visibility, and start bid conversations. How-To Video Prerequisites An active project in Bui...

Admin GC
Team Business Manager
Team Project Manager

Require Clock In/Out

Time Tracking Advanced Time Controls

Summary This tutorial guides you through enabling the Require Clock In/Out feature in BuilderPal Pro, ensuring team members use live clock-ins and clock-outs for accurate time tracking. It matters because it minimizes errors from manual entries, improves payro...

Admin GC
Team Project Manager
Admin SUB
Team Supervisor

How to Create a Bill

Site Office Finance Center

Summary This tutorial covers how to create and manage bills in BuilderPal to record vendor invoices, match them to purchase orders, and integrate with project financials for accurate accounting and payments. Prerequisites Role or permission needed An act...

Team Project Manager
Admin SUB
Admin GC
Team Member
Team Supervisor